PAT McCREA | Client Services Director

Pat McCrea joined our firm in 1998.  During her tenure, she has served as a receptionist, secretary, and is now the Client Services Director.  She is usually the person you will speak with when you call our office.  Pat is intimately familiar with all aspects of our practice and is happy to answer any questions you may have.

As the Client Services Director her responsibilities include:

  • scheduling;

  • assisting clients with transferring newly acquired assets into their living trusts;

  • file maintenance;

  • registration and coordination of all educational programs;

  • client accounts;

  • preparing clients’ annual Asset Review Reports; and

  • all aspects of law firm hospitality.  

Pat and her husband Jim have been married for 44 years and have two children, a son and a daughter, and 4 amazing grandchildren!